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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $21,441 | $57,305-62.6% | $86,640-75.3% | $75,173-71.5% |
| Participation rate | 18.5% | 63.2%-44.7pp | 71.7%-53.2pp | 67.2%-48.7pp |
| Annual return | 18.18% | 2674.24%-2656.1pp | 592.52%-574.3pp | 160.72%-142.5pp |
| Employer contribution / active EE | $790 | $2,316-65.9% | $3,024-73.9% | $2,671-70.4% |
| Participant deferral / active EE | $1,135 | $3,320-65.8% | $4,438-74.4% | $4,126-72.5% |
| Admin fee / account holder | $2,307 | $4,116-43.9% | $5,616-58.9% | $5,651-59.2% |